Themes Management Co LLC Invests $587,000 in FTAI Aviation Ltd. $FTAI

Posted by Stanley Muller on May 26th, 2026

Themes Management Co LLC purchased a new position in FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 2,983 shares of the financial services provider’s stock, valued at approximately $587,000.

A number of other institutional investors also recently made changes to their positions in FTAI. AQR Capital Management LLC acquired a new stake in shares of FTAI Aviation in the 1st quarter worth approximately $242,000. Cetera Investment Advisers lifted its stake in shares of FTAI Aviation by 73.3% in the 2nd quarter. Cetera Investment Advisers now owns 5,597 shares of the financial services provider’s stock worth $644,000 after acquiring an additional 2,368 shares during the period. Invesco Ltd. lifted its stake in shares of FTAI Aviation by 23.8% in the 2nd quarter. Invesco Ltd. now owns 417,375 shares of the financial services provider’s stock worth $48,015,000 after acquiring an additional 80,341 shares during the period. Amundi lifted its stake in shares of FTAI Aviation by 16,560.0% in the 2nd quarter. Amundi now owns 2,499 shares of the financial services provider’s stock worth $283,000 after acquiring an additional 2,484 shares during the period. Finally, Jump Financial LLC acquired a new stake in shares of FTAI Aviation in the 2nd quarter worth approximately $2,736,000. 88.96% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Martin Tuchman sold 67,500 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $241.99, for a total transaction of $16,334,325.00. Following the sale, the director owned 210,491 shares in the company, valued at $50,936,717.09. The trade was a 24.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold a total of 254,260 shares of company stock worth $61,534,703 in the last quarter. 1.35% of the stock is owned by insiders.

FTAI Aviation Price Performance

NASDAQ FTAI opened at $252.13 on Tuesday. The company has a debt-to-equity ratio of 8.00, a current ratio of 5.24 and a quick ratio of 2.48. The company’s 50 day simple moving average is $246.50 and its 200 day simple moving average is $232.85. FTAI Aviation Ltd. has a 12 month low of $108.47 and a 12 month high of $323.51. The company has a market capitalization of $25.86 billion, a P/E ratio of 50.03, a PEG ratio of 1.02 and a beta of 1.49.

FTAI Aviation (NASDAQ:FTAI – Get Free Report) last released its earnings results on Wednesday, April 29th. The financial services provider reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.61 by ($0.32). FTAI Aviation had a return on equity of 181.43% and a net margin of 18.92%.The business had revenue of $830.70 million during the quarter. During the same quarter in the prior year, the firm earned $0.87 EPS. FTAI Aviation’s quarterly revenue was up 65.4% on a year-over-year basis. Equities research analysts expect that FTAI Aviation Ltd. will post 6.77 earnings per share for the current fiscal year.

FTAI Aviation Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Wednesday, May 13th will be issued a dividend of $0.45 per share. The ex-dividend date is Wednesday, May 13th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 0.7%. FTAI Aviation’s payout ratio is currently 31.75%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on FTAI. Weiss Ratings raised shares of FTAI Aviation from a “hold (c+)” rating to a “buy (b)” rating in a research note on Wednesday, May 13th. Zacks Research lowered shares of FTAI Aviation from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 21st. Citizens Jmp boosted their target price on shares of FTAI Aviation from $230.00 to $325.00 and gave the stock a “market outperform” rating in a report on Thursday, January 29th. Citigroup reiterated an “outperform” rating on shares of FTAI Aviation in a report on Thursday, January 29th. Finally, Royal Bank Of Canada boosted their target price on shares of FTAI Aviation from $270.00 to $350.00 and gave the stock an “outperform” rating in a report on Monday, January 26th. Ten equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, FTAI Aviation currently has an average rating of “Moderate Buy” and a consensus target price of $326.88.

Read Our Latest Research Report on FTAI

FTAI Aviation Company Profile

(Free Report)

FTAI Aviation (NASDAQ: FTAI) is a commercial aircraft leasing company that acquires, manages and leases wide-body jet aircraft to airlines globally. The company’s portfolio is focused on modern, fuel-efficient Boeing models, including the 767, 777 and 787 families, which are deployed under long-term operating leases. By concentrating on in-demand wide-body assets, FTAI Aviation seeks to deliver stable cash flows through lease rentals and maintenance reserve collections while providing airlines with flexible fleet solutions.

In addition to lease origination, FTAI Aviation offers end-to-end asset management services.